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Webull Advisors LLC

● SEC registered since 2019CRD 304881SEC# 801-117281St Petersburg, FL
Export (members)
Reg. AUM
$33.7M
Employees
4
Accounts
136,277
Location
St Petersburg, FL

Webull Advisors LLC assets under management

Webull Advisors LLC is an investment advisory firm registered with the SEC based in St Petersburg, FL. The firm has been registered since 2019. It reports $33.7 million in regulatory assets under management and employs 4 people.

Webull Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Ashley Susan Thomas ControlChief Compliance OfficerUnder 5%2025
Sara Ann Schwartz ControlChief Executive OfficerUnder 5%2024
Webull Holdings (US) Inc ControlOwner / Managing MemberOver 75%2019
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Frequently asked questions

How much does Webull Advisors LLC manage?

Webull Advisors LLC reports $33.7 million in regulatory assets under management on its Form ADV.

How many employees does Webull Advisors LLC have?

Webull Advisors LLC reports 4 employees.

Where is Webull Advisors LLC located?

Webull Advisors LLC is based in St Petersburg, FL and has been SEC-registered since 2019.

Does Webull Advisors LLC disclose fund performance?

Webull Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Carillon Parkway, St Petersburg, FL 33716
Phone1-917-725-2408
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$33.7M
Non-discretionary$0
Total (RAUM)$33.7M